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Head-to-head · Portfolio Management Software

Addepar vs Snowball Analytics

  • Updated Sep 2026
  • Both researched from official sources
  • 5 checks side by side
Higher score Addepar #9 in Portfolio Management Software 6.5/10 Pricing on request ✓ 4 of 4 features Visit Addepar
Snowball Analytics #22 in Portfolio Management Software 5.8/10 Free plan · paid from $7.99/user/mo · 14-day trial Free plan✓ 3 of 4 features Visit site

Addepar leads on 1 check, Snowball Analytics on 1, and 3 are even. Who comes out ahead on the 5 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreAddepar · 6.5/10
  • Free planonly Snowball Analytics
  • Most featuresAddepar · 4 of 4

Addepar scores higher on our rubric for portfolio management software: 6.5 against 5.8 out of 10; our editors rank them #9 and #22.

Snowball Analytics offers free plan; Addepar doesn't publish it. Addepar offers tax-lot tracking; Snowball Analytics doesn't publish it.

Addepar is the better fit for wealth firms managing public and private assets. Snowball Analytics is the better fit for dividend-focused investors wanting analytics.

  • Addepar fits best

    Wealth firms managing public and private assets

  • Snowball Analytics fits best

    Dividend-focused investors wanting analytics

Advertiser disclosure: iTechGuides is reader-supported. We may earn a commission when you click some links. How we rank.

Side by side

Feature Addepar 6.5/10 Visit ↗ Snowball Analytics 5.8/10 Visit ↗
At a glance
Editor score 6.5 5.8
Ranking #9 in Portfolio Management Software #22 in Portfolio Management Software
Best for Wealth firms managing public and private assets Dividend-focused investors wanting analytics
Pricing model Paid Free plan + paid
Starting price Not published $7.99/user/mo
Free plan Not published ✓ (best)
Free trial — —
Deployment Cloud Cloud, Mobile
Platforms Web Web, iOS, Android
Support Email, Docs Email, Docs
Integrations 77+ integrations 1,000+ integrations
Built for Mid-market, Enterprise Solo, Small business, Mid-market, Enterprise
Features Addepar 4/4 · Snowball Analytics 3/4
Performance reporting ✓ ✓
Allocation analysis ✓ ✓
Risk analysis ✓ ✓
Tax-lot tracking ✓ (best) Not published
Specs
Asset class coverage Multi_asset_alternatives Multi_asset_alternatives
Maximum portfolios Not published 1 portfolios
Our review
Pros
  • Covers aggregation, performance, allocation, risk, liquidity and tax lots
  • Supports public and private investments, alternatives and complex ownership structures
  • Offers custom reporting, APIs, integrations and AI-powered workflows
  • Tracks dividends, forecasts, calendars, and dividend ratings
  • Combines performance, IRR, allocation, risk, and benchmarking analytics
  • Supports stocks, funds, cash, currencies, metals, real estate, and custom assets
Cons
  • Pricing uses a contact-sales model rather than standard published plans
  • The platform is designed for professional investment operations, not personal investors
  • Its breadth may exceed the needs of simple, single-asset portfolios
  • The Free plan is limited to 1 portfolio and 10 holdings
  • Starter limits users to 5 custom holdings and 2 watchlists
  • Advanced capabilities require paid plans starting at $7.99 per month
Our verdict

Addepar is a cloud-based portfolio management and reporting platform for investment professionals, wealth managers, family offices, fund managers and institutional allocators. It brings together data from financial accounts and…

Read the review →

Snowball Analytics is a portfolio management and investment tracking service for retail investors, advisers, family offices, and portfolio managers. It brings together brokerage accounts and imported broker reports or CSV files, then…

Read the review →
  1. AddeparPortfolio Management Software 6.5Pricing on request
  2. Snowball AnalyticsPortfolio Management Software 5.8Free plan · paid from $7.99/user/mo · 14-day trial

Strengths and trade-offs

  • Addepar — where it wins

    • Covers aggregation, performance, allocation, risk, liquidity and tax lots
    • Supports public and private investments, alternatives and complex ownership structures
    • Offers custom reporting, APIs, integrations and AI-powered workflows

    Where it doesn't

    • Pricing uses a contact-sales model rather than standard published plans
    • The platform is designed for professional investment operations, not personal investors
    • Its breadth may exceed the needs of simple, single-asset portfolios

  • Snowball Analytics — where it wins

    • Tracks dividends, forecasts, calendars, and dividend ratings
    • Combines performance, IRR, allocation, risk, and benchmarking analytics
    • Supports stocks, funds, cash, currencies, metals, real estate, and custom assets

    Where it doesn't

    • The Free plan is limited to 1 portfolio and 10 holdings
    • Starter limits users to 5 custom holdings and 2 watchlists
    • Advanced capabilities require paid plans starting at $7.99 per month
  • Addepar6.5/10 · Pricing on request

    A multi-asset platform for firms managing complex public and private portfolios.

    Visit AddeparFull verdict →
  • Snowball Analytics5.8/10 · Free plan · paid from $7.99/user/mo · 14-day trial

    A dividend-focused portfolio tracker with broad analytics and a free entry plan.

    Visit siteFull verdict →

All portfolio management software comparisons → · Full ranking →

Guides on portfolio management software

Reviewed by iTechGuides Editors · Editorial team · Updated Sep 2026

Last updated · How we research and update